For readers of Who Is Your Named Fiduciary?
Request working copies of the tools
The book includes twelve tools you can use on your own plan or a client’s plan. Fill out the form below and someone on our team will email you working copies you can fill in and keep in the plan file.
- Fiduciary responsibility worksheet
- Monday morning fiduciary review
- Provider due diligence scorecard
- 30-day implementation plan
- Plan file index
- Annual review agenda
- Provider question letter
- Deposit timing log
- Investigation response log
- Provider transition checklist
- Compliance calendar
- 40-question self-check
The tools are the same ones printed in the book. They are general information for your own use and are not legal, tax or investment advice.
